EFS
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Essex Financial Services’s Capital Group Core Equity ETF CGUS Stock Holding History

Essex Financial Services’s Portfolio CGUS Stock Details CGUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.81M Buy
255,383
+4,332
+2% +$174K 0.55% 38
2025
Q4 		$10.1M Sell
251,051
-15,217
-6% -$608K 0.57% 37
2025
Q3 		$10.5M Sell
266,268
-400
-0.1% -$15.4K 0.63% 34
2025
Q2 		$9.85M Sell
266,668
-806
-0.3% -$27.5K 0.65% 31
2025
Q1 		$8.93M Buy
267,474
+30,392
+13% +$1.07M 0.64% 32
2024
Q4 		$8.29M Buy
237,082
+14,620
+7% +$512K 0.59% 33
2024
Q3 		$7.73M Buy
222,462
+1,414
+0.6% +$46.7K 0.56% 35
2024
Q2 		$7.06M Buy
221,048
+97,971
+80% +$3.06M 0.52% 41
2024
Q1 		$3.84M Buy
123,077
+8,028
+7% +$238K 0.35% 65
2023
Q4 		$3.26M Buy
115,049
+29,722
+35% +$783K 0.34% 68
2023
Q3 		$2.14M Buy
85,327
+18,209
+27% +$472K 0.25% 88
2023
Q2 		$1.72M Buy
67,118
+17,061
+34% +$417K 0.2% 107
2023
Q1 		$1.19M Buy
50,057
+19,301
+63% +$450K 0.12% 163
2022
Q4 		$690K Buy
30,756
+11,627
+61% +$258K 0.07% 226
2022
Q3 		$390K Sell
19,129
-96
-0.5% -$2.16K 0.05% 293
2022
Q2 		$417K Buy
+19,225
New +$451K 0.05% 302

Other funds holding CGUS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Essex Financial Services's CGUS Position: Q1 2026 in Review

Essex Financial Services increased its Capital Group Core Equity ETF (CGUS) stake by 1.7% in Q1 2026, buying an estimated $174K and bringing the position to 255,383 shares worth $9.81M. The position accounts for 0.55% of the portfolio, ranked #38.

Essex Financial Services first reported a position in CGUS in Q2 2022 and has held it in 16 quarters since. The position peaked at $10.5M in Q3 2025. 409 funds tracked by Wall St. Rank hold CGUS as of Q1 2026.

  • Essex Financial Services held 255,383 shares of Capital Group Core Equity ETF worth $9.81M as of Q1 2026.
  • Essex Financial Services bought 4,332 Capital Group Core Equity ETF shares in Q1 2026, an estimated $174K.
  • Capital Group Core Equity ETF made up 0.55% of Essex Financial Services's portfolio in Q1 2026, its #38 holding.
  • Essex Financial Services first reported a position in Capital Group Core Equity ETF in Q2 2022 and has held it in 16 quarters since.
  • Essex Financial Services's Capital Group Core Equity ETF position peaked at $10.5M in Q3 2025.
  • 409 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.